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“The secret of getting ahead, is getting started””
STRATEGY DESCRIPTION
Ascend Asia Opportunity Index
- The objective is to seek long-term growth through a diversified, actively managed Portfolio, with emphasis on Asian equity markets. The equity exposure will be largely covered through single stocks selected by the Strategy Sponsor.
- In order to exploit investment opportunities as well as to react swiftly to market events, the Strategy Sponsor may opt to diversify into other asset classes which comprise but are not limited to cash, fixed income, hedge funds, commodities, derivative and foreign exchange.
Factsheet - Ascend Asia Opportunity Index 250.55 KB
Monthly Report - Ascend Asia Opportunity Index 530.38 KB
STRATEGY DESCRIPTION
Ascend Asian Bond Index
- The Ascend Asian Bond Index invests in bonds issued by Asian governments or corporates as well as non-Asian issuers with substantial business exposure in Asia.
- The reference currency of the portfolio is USD.
- The Ascend Asian Bond Index invests in USD as well as in local currency denominated bonds, Bond-ETFs, Bond Funds, Convertible Bonds, Fixed Income.
- The Index Sponsor aims to generate a consistent and attractive risk-adjusted return, by actively managing the portfolio, allowing the portfolio manager to dynamically adjust the portfolio throughout market cycles.
- Any dividend/coupon payments will be reinvested in the certificate, effectively achieving a compounding effect.
- Minimal transaction fees
Factsheet - Ascend Asian Bond Index 450.54 KB
Monthly Report - Ascend Asian Bond Index 613.82 KB
STRATEGY DESCRIPTION
Ascend European Opportunity Index
- The strategy aims to seek the best opportunities in the European equity markets.
- The reference currency of the portfolio is EUR.
- There is no particular constraint or concentration on sector or country allocation.
- The selection may be made based on fundamental, quantitative or qualitative information from different sources.
- The basket of equities may be composed as well by listed mid and small cap companies. The strategy may deviate substantially from our index of reference (MSCI Europe).
Factsheet - Ascend European Opportunity Index 297.25 KB
Monthly Report - Ascend European Opportunity Index 651.57 KB
STRATEGY DESCRIPTION
Ascend Euro Bond
- The Ascend Wealth European Bonds invest predominantly in EUR-denominated corporate and sovereign bonds as well as in other fixed income instruments such as Bond Funds, Bond-ETFs and Convertible Bonds.
- The reference currency of the portfolio is EUR.
- The investment objective is to achieve a consistent and attractive risk-adjusted return, by actively managing the duration of the portfolio and taking advantage of the interest rates fluctuations.
- The portfolio management team combines top-down macro inputs with bottom-up security selection.
- The overall investment strategy results from determining the global macroeconomic outlook, our assessment of where in the credit cycle we are and our analysis of market valuations.
- Following our investment view, we generate investment ideas considering factors including duration, yield curve, sector allocation and issuer selection.
Factsheet - Ascend Euro Bond 152.33 KB
Monthly Report - Ascend Euro Bond 704.27 KB
STRATEGY DESCRIPTION
Ascend Yield Plus Index
- This Tracker Certificate replicates the price movements in the Underlying and is comparable to a direct investment in the Underlying.
- The Underlying is an actively managed index (the “Index”) which is discretionarily managed by the Index Sponsor and calculated by the Index Calculation Agent. The components of the Underlying (the “Components”) are rebalanced on a regular basis.
- The investment objective of the Index is to steadily increase the assets under management by taking advantage of various market conditions. The investment horizon is based on structured solutions to benefit from both the market’s movements and its volatility. Macroeconomic driven asset classes like global indices, commodities and FX are the main focus of the structured solutions.
- The Index universe consists of eligible components and may include Shares, Funds, Derivative Investment Products, Futures, Options, FX Forward, Cash Instruments as determined by the Index Sponsor.
- The reference currency of the portfolio is EUR.
Factsheet - Ascend Yield Plus Index 378.60 KB
Monthly Report - Ascend Yield Plus Index 586.54 KB
STRATEGY DESCRIPTION
Ascend Swiss Opportunity Index
- The strategy aims to seek the best opportunities in the Swiss equity markets.
- The reference currency of the portfolio is CHF.
- There is no particular constraint or concentration on sector allocation.
- The selection may be made based on fundamental, quantitative or qualitative information from different sources.
- The basket of equities may be composed as well by listed mid and small cap companies. The strategy may deviate substantially from our index of reference (SMI).
Factsheet - Ascend Swiss Opportunity Index 341.83 KB
Monthly Report - Swiss Opportunity Index 551.18 KB
STRATEGY DESCRIPTION
Ascend Emerging Market Bond
- The Ascend Emerging Market Bond Index invests primarily in USD denominated emerging market corporate and government bonds with minimum 65% of to be assigned to investment grade bonds.
- The reference currency of the portfolio is USD. Opportunistic exposure to bonds denominated in local currencies are allowed up to 20%.
- The Portfolio Sponsor may use FX Forwards for hedging purposes. Structured Products, bond funds and bond ETFs can be used for efficient management of the Reference Portfolio.
- The investment objective is to achieve a consistent and attractive risk-adjusted return, by actively managing the duration of the portfolio and taking advantage of the interest rates fluctuations.
- A part of the Reference Portfolio is redeemed early semiannually, the height of the amount which is determined by the Portfolio Sponsor.
Ascend Emerging Market Bond 203.90 KB
Monthly Report - Ascend Emerging Market Bond 754.42 KB